Insurance & Insurance Services Investment Banking

An independent perspective.

A hands-on approach to understanding a client’s needs, an ability to successfully complete strategic assignments and the knowledge of our personnel have helped the Insurance & Insurance Services practice stand out in the industry. Many clients tell us that our diligence and willingness to offer unbiased advice is unique and extremely valuable to executives trying to make the best decisions for their companies and stakeholders. Our focus is on well-run middle-market insurance companies in the life, health, property and casualty sectors, where executives and decision-makers benefit from our attention to detail and the more than 50 years of combined experience of our senior investment banking team. Our insurance practice is supported by equity research coverage of more than 30 publicly traded insurers.

Insurance & Insurance Services Subsector Expertise

  • Health Insurance
  • Life Insurance
  • Property & Casualty Insurance
  • Reinsurance
  • Insurance Brokerage and Distribution
  • Claim Processing
  • Third Party Underwriting

Senior Banking Team

Patrick DeLacey
Patrick T. DeLacey
Managing Director, Co-Head of Financial Services
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Mark Peterson
Mark E. Peterson
Managing Director
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Kegan Greene
Vice President
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Transaction History

Transaction history may include a transaction completed by a Raymond James banker while at a former firm.

Recent News

Investment Banking  |  June 5, 2017
Raymond James grows Financial Services Investment Banking practice with addition of depository institutions-focused banker

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Investment Banking  |  May 31, 2017
Raymond James strengthens Global Healthcare Team with Konrad Hinkens

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Investment Banking  |  May 30, 2017
Strengthened by an experienced investment banker: Joachim Beickler joins the Advisory Board at Raymond James

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